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Financial Planner

2 months ago

Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full time
About the Role

We are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.

Key Responsibilities
  • Provide expert financial planning advice to clients, taking into account their individual needs and circumstances.
  • Develop and implement personalized financial plans, including investment strategies and retirement planning.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that our clients receive the best possible advice.
  • Collaborate with our team to identify new business opportunities and develop strategies to grow our client base.
Requirements
  • Minimum of 5 years' experience in financial planning, with a strong track record of success.
  • Level 4 Qualification in Regulated Financial Advice, with a commitment to ongoing professional development.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach to work.
What We Offer
  • A competitive salary and bonus structure, with opportunities for career progression and professional development.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
  • The opportunity to work with a highly experienced and skilled team, with a commitment to delivering exceptional client service.
  • A comprehensive training program, with ongoing support and guidance to ensure your success.